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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,268 | $178,174+21.4% | $156,181+38.5% | $137,256+57.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 26.32% | 84.19%-57.9pp | 64.87%-38.6pp | 220.34%-194.0pp |
| Employer contribution / active EE | $24,262 | $4,972+388.0% | $4,294+465.0% | $4,156+483.8% |
| Participant deferral / active EE | $17,157 | $6,888+149.1% | $6,132+179.8% | $6,407+167.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |